EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.63M
3
+$1.45M
4
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$1.1M
5
FVCB icon
FVCBankcorp
FVCB
+$852K

Top Sells

1
+$35.1M
2
+$9.32M
3
+$3.11M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.8M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.35M

Sector Composition

1 Technology 6.01%
2 Financials 4.67%
3 Healthcare 3.36%
4 Consumer Discretionary 3.21%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63.2K 0.01%
148
327
$63.1K 0.01%
389
+145
328
$62.2K 0.01%
650
-130
329
$59.5K 0.01%
1,025
+15
330
$58.3K 0.01%
2,341
331
$58.1K 0.01%
1,110
332
$57.5K 0.01%
345
333
$57K 0.01%
+1,200
334
$56.2K 0.01%
800
335
$56K 0.01%
601
336
$55.5K 0.01%
675
337
$55.4K 0.01%
400
338
$54.8K 0.01%
1,700
339
$53.4K 0.01%
800
340
$52.6K 0.01%
400
341
$52K 0.01%
2,100
342
$52K 0.01%
115
343
$51.5K 0.01%
370
-56
344
$50.5K 0.01%
+1,985
345
$50.1K 0.01%
455
346
$49.9K 0.01%
1,602
-988
347
$48.7K 0.01%
628
-50
348
$47.8K 0.01%
700
349
$47.7K 0.01%
425
350
$47.6K 0.01%
400
12 13
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